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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,288 | $172,111-93.4% | $150,298-92.5% | $137,256-91.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 18.02% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,280 | $4,636-72.4% | $4,154-69.2% | $4,156-69.2% |
| Participant deferral / active EE | $2,672 | $6,166-56.7% | $5,453-51.0% | $6,407-58.3% |
| Admin fee / account holder | $127 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |